Privacy
Policy.
Draft — pending client approval and legal review.
This policy explains how Alonso Global Advisors handles information received through this website. It applies to alonsoadvisors.com and does not replace the engagement terms agreed with clients of the firm.
Information you may send through the form
The general inquiry form asks for your name, email address, general area of interest and a short message. Phone number and company or family office are optional.
Please do not include tax identification numbers, financial account information, passwords or confidential tax documents in the form. The form does not accept attachments. Existing clients should use the secure Client Portal to share confidential documents.
Technical data needed to operate and protect the site
- IP address and approximate region, used for security and abuse prevention
- Browser type, device type and language preference
- Date and time of the request and the pages requested
- Security challenge results provided by our bot-protection provider
Purposes of processing
- Responding to your inquiry and evaluating a possible engagement
- Operating, maintaining and securing the website
- Preventing spam, automated submissions and abuse
- Complying with applicable legal and professional obligations
Technical providers
The website is hosted and delivered through Lovable and Cloudflare infrastructure. Automated-submission protection is provided by Cloudflare Turnstile. Inquiry notifications are delivered by email through a transactional email provider configured by the firm. Web fonts are served by Google Fonts.
These providers process data only to deliver their service to the firm.
Security measures
- Encrypted connections (HTTPS) across the entire site
- Server-side validation, sanitization and length limits on all submitted fields
- Bot protection, honeypot fields and rate limiting on the inquiry form
- No file uploads accepted through the public website
- Confidential document exchange restricted to the secure Client Portal
Retention of inquiries
Inquiries submitted through the form are not stored in a website database. They are delivered by email to the firm and retained in the firm's email systems only for as long as needed to respond and to keep a record of the contact, after which they are deleted in the ordinary course.
Cookies and analytics
This website does not use advertising cookies and does not run third-party analytics or tracking pixels. Your language preference is stored locally in your browser so the site remembers it on your next visit. Cloudflare Turnstile may set a short-lived technical value strictly necessary for the security challenge.
Links to external services
The Client Portal and any other external link open websites operated by third parties under their own terms and privacy policies. The firm does not control those services.
Confidentiality of tax information
Tax and financial information shared in the course of a professional engagement is treated as confidential and is handled in accordance with applicable professional standards. Such information should never be sent through the public website form.
Privacy requests
You may request access to, correction of, or deletion of the personal information you have sent us, or ask how it was used. Write to info@alonsoadvisors.com with the subject line “Privacy request”. We may need to verify your identity before responding.
Contact
Alonso Global Advisors
5900 SW 73 St, Suite 302, South Miami, FL 33143
+1 305 279 5060
info@alonsoadvisors.com